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Find the Relationship That Fits Your Practice

Same platform, investment team and community on every path. What changes is how much you hand to us, and how you share in the value.

Find Your Path

Five quick questions about your practice and where you want to take it. We'll recommend a starting point.

Question 1 of 5
Ownership How do you feel about selling your practice?
WealthPlan Group

Four Ways to Work With Us

More supportMore independence
What Comes With Each Path

Economics, ownership, platform, investments, planning and support, side by side. Open the sections that matter to you.

What's Included
SELL YOUR PRACTICE
KEEP YOUR PRACTICE · WEALTHPLAN ADVISOR NETWORK
FULL ACQUISITIONWealthPlan PartnersYour practice joins WealthPlan Group and a centralized team carries the work.Acquisition + competitive payout
TIER 1EmpoweredWe run your operations, you keep ownershipLower payout, costs covered
TIER 2EnabledOur investment and planning teams work alongside youWrapped fee based on AUM
TIER 3EquippedFull platform access, with your team in the leadHighest revenue payout
Economics
Full acquisition of your practice, followed by a competitive ongoing revenue payout
A lower revenue payout, with the cost of running your practice carried by us
Keep your full revenue, with a wrapped platform fee based on AUM
Our highest revenue payout, scaled to your practice*
Ownership
Your practice integrates into WealthPlan Group, with liquidity today and continued participation in long-term firm growth
You retain ownership of your practice and your client relationships
You retain ownership of your practice and your client relationships
You retain ownership of your practice and your client relationships
Your focus
Your time belongs with clients. You lead the meetings and build the relationships. Forward emails to the service inbox and record your meetings, and our team carries the work through the entire client lifecycle.
Run your practice with a fully managed service model behind you
Run your practice with investment, trading and planning support behind you
Run your practice on the WealthPlan platform
Staff and management
Centralized service teams and management
Your staff stays with your practice, with the option for us to manage them day to day
You keep and manage your own staff
You keep and manage your own staff

Specific payouts and fees are set for each practice after we review its revenue, assets and service needs, and we share them in a confidential conversation. * Equipped payouts are before technology costs; subscriptions for the tools your practice selects are billed separately.

See the platform and team behind every path →
TRUE PAYOUTYour Payout Is Not Your Take-Home

What you keep depends on how efficiently the practice runs. See where every dollar goes, and how much more an efficient practice on WealthHub keeps over ten years.

Run your numbers
OF EVERY $1, AT A 90% PAYOUT
QUOTED90¢
AVERAGE KEEPS46¢
ON WEALTHHUB™58¢
Hypothetical illustration. See the True Payout page for sources and disclosures.

Ready to Explore It?

A confidential, no-obligation conversation about your practice and what comes next.
IMPORTANT DISCLOSURES

¹ WealthPlan Group is a trade name under which affiliated entities conduct business. The firm has operated under multiple brand names over time. WealthPlan Group was founded in 1989. References to the firm’s history or years in business reflect the organization’s history since 1989, including predecessor businesses and prior brand names.

² Combined client assets across affiliated businesses as of 12/31/2025. This figure includes assets associated with WealthPlan Partners and WealthPlan Investment Management, including assets under management, assets under advisement, and certain retirement plan and brokerage assets for which affiliated firms provide advisory, consulting, or planning services. Not all such assets constitute ‘regulatory assets under management’ as defined by the SEC.